Lake Street Private Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $397K | Hold |
2,414
| – | – | 0.06% | 190 |
|
2025
Q1 | $388K | Buy |
2,414
+1
| +0% | +$161 | 0.06% | 172 |
|
2024
Q4 | $390K | Buy |
2,413
+1
| +0% | +$162 | 0.06% | 172 |
|
2024
Q3 | $404K | Buy |
2,412
+2
| +0.1% | +$335 | 0.06% | 185 |
|
2024
Q2 | $363K | Sell |
2,410
-146
| -6% | -$22K | 0.05% | 248 |
|
2024
Q1 | $399K | Buy |
2,556
+1
| +0% | +$156 | 0.06% | 236 |
|
2023
Q4 | $371K | Buy |
2,555
+1
| +0% | +$145 | 0.06% | 236 |
|
2023
Q3 | $335K | Buy |
2,554
+1
| +0% | +$131 | 0.06% | 214 |
|
2023
Q2 | $353K | Sell |
2,553
-61
| -2% | -$8.44K | 0.06% | 211 |
|
2023
Q1 | $350K | Buy |
2,614
+1
| +0% | +$134 | 0.07% | 214 |
|
2022
Q4 | $353K | Buy |
2,613
+45
| +2% | +$6.09K | 0.07% | 209 |
|
2022
Q3 | $313K | Hold |
2,568
| – | – | 0.07% | 218 |
|
2022
Q2 | $333K | Buy |
2,568
+519
| +25% | +$67.3K | 0.07% | 219 |
|
2022
Q1 | $307K | Hold |
2,049
| – | – | 0.06% | 243 |
|
2021
Q4 | $308K | Buy |
2,049
+386
| +23% | +$58K | 0.05% | 252 |
|
2021
Q3 | $232K | Buy |
1,663
+134
| +9% | +$18.7K | 0.06% | 201 |
|
2021
Q2 | $217K | Buy |
1,529
+25
| +2% | +$3.55K | 0.06% | 197 |
|
2021
Q1 | $203K | Buy |
+1,504
| New | +$203K | 0.06% | 198 |
|